Analyst – M&A/Financial Analysis – BFSI Stepup Services

The Corporate Institute; Delhi; Hybrid; INR 600,000 - 1,200,000; Full time

Job summary

The Corporate Institute is seeking an M&A Analyst to support deal origination, valuation, due diligence, and closing in India with a Remote/Hybrid setup. The role focuses on financial analysis, market research, and AI-enabled workflows to streamline the deal lifecycle.

You will work with investment bankers, private equity firms, and advisory teams to prepare client-ready materials and maintain robust deal trackers, contributing to successful investments and exits.

Responsibilities

• Conduct industry research, market sizing, buyer/seller mapping, and precedent transaction analysis.
• Maintain CRM systems, deal databases, lead records, and pipeline reports.
• Support outreach through lead qualification, call lists, messaging templates, and follow-ups.
• Prepare CIMs, teasers, and client-ready PowerPoint presentations.
• Analyze financial statements, normalize EBITDA, document add-backs, and calculate valuation multiples such as EV/EBITDA and P/E.
• Support virtual data room management, due diligence tracking, NDAs, and IOI/LOI milestones.
• Leverage AI tools for research, data normalization, and document preparation while ensuring accuracy and confidentiality.

Job description

Job Description: M&A Analyst

Location: India (Remote/Hybrid)

Reporting To: Business Owner

Role Overview:

We are seeking a detail-oriented M&A Analyst to support investment bankers, private equity firms, M&A brokers, and boutique advisory firms across the deal lifecycle, from origination and valuation to due diligence and closing. The role involves financial analysis, market research, deal execution, and AI-enabled workflows.

Key Responsibilities:

• Conduct industry research, market sizing, buyer/seller mapping, and precedent transaction analysis.
• Maintain CRM systems, deal databases, lead records, and pipeline reports.
• Support outreach through lead qualification, call lists, messaging templates, and follow-ups.
• Prepare Confidential Information Memorandums (CIMs), teasers, and client-ready PowerPoint presentations.
• Analyze financial statements, normalize EBITDA, document add-backs, and calculate valuation multiples such as EV/EBITDA and P/E.
• Support virtual data room management, due diligence tracking, NDAs, and IOI/LOI milestones.
• Leverage AI tools for research, data normalization, and document preparation while ensuring accuracy and confidentiality.